Treasury yields are surging past 5%, threatening to push up borrowing costs on everything from mortgages and car loans to credit cards. Ruth Carson explains why the impact is being felt far beyond Wall Street and the US.
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Jul.29 — Tara Joseph, Hong Kong president at AmCham, discusses the Hong Kong protests and how they’re impacting business. She speaks exclusively on “Bloomberg Markets: Asia.”

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Bridgewater Associates Founder Ray Dalio warns that the US is approaching the limits of its debt cycle, predicting a potential crisis within three years as spending outpaces revenue. He cautions that rising borrowing costs and weakening demand from key foreign buyers may squeeze lower-income borrowers first.
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Bloomberg understands that OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025 and bolstering the company’s plans for a Wall Street debut.

The US will soon announce unprecedented economic measures against Iran, Treasury Secretary Scott Bessent said, intensifying the Trump administration’s effort to force Tehran’s capitulation after almost six months of war.

The Trump administration is imposing tariffs of as much as 100% on imported drones and their components, escalating efforts to reduce US reliance on foreign suppliers and potentially accelerating a decoupling of drone supply chains with China.

Reform UK leader Nigel Farage is returning to parliament after an election win in the English constituency of Clacton-on-Sea. Farage got 62.8% of the vote, comfortably defeating his main competitor — the satirical candidate Count Binface, who received a personal-best 26.7%. The governing Labour Party and the opposition Conservatives both boycotted the special election.

Today’s guests: Patrick Armstrong, Plurimi Wealth Chief Investment Officer; Livia Paggi, JS Held Head of Political Risk

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:32 – OpenAI’s revenue run rate said to top $40 billion
00:03:12 – US to roll out ‘economic isolation’ plan for Iran
00:05:16 – Patrick Armstrong, Plurimi Wealth Chief Investment Officer
00:14:55 – Aviva 1H adjusted operating profit beats estimates
00:19:37 – Nigel Farage wins UK special election
00:23:47 – Friday headlines
00:24:14 – Trump imposes 100% tariffs on some drones
00:27:55 – Livia Paggi, JS Held Head of Political Risk
00:34:28 – Jane Street prices $14.6 billion debt deal
00:39:30 – Swiss parliament panel fails to reach UBS capital rules deal
00:41:30 – Europe gripped by 5th heat wave of this summer
00:45:23 – Traders pare back Fed rate hike bets
——–
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(Corrects headline to clarify that the 25 trillion yuan figure is a Bank of America estimate.) BofA Global Research Chief Greater China Economist Helen Qiao estimates China’s 25 trillion-yuan infrastructure investment plan could generate 5 trillion yuan of economic activity annually, helping offset ongoing property and infrastructure weakness.
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